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Transaction Support

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Fundraising, M&A and IPOs present significant complexity. The extensive demands around reporting, systems, planning, processes and managing the business as usual can place considerable strain on internal teams. To accelerate execution, reduce stress and  mitigate the risk of failure, early preparation with experienced professionals is essential.  

Our team of specialists CFPro, our team of specialist consultants, can bring you financial clarity, operational confidence, and enhanced governance. Through our own growth journey, we’ve built a team who can now support your clients through the entire deal process. 

Our end-to-end service advises owners from the early stages of considering an exit, all the way through to post-deal integration, wealth and structuring advice. Giving you the right expertise, at the right time.

Our deal-ready team can help you ensure that: 

  • You have the right accounting procedures in place  
  • You have a clean due diligence file  
  • Your ownership structure is optimised  
  • These steps are being taken with an understanding of what the market wants in order to maximise shareholder value.

All the while, we will help ensure that your internal teams can remain more focused on business as usual. Whether this transaction is an IPO, sale to trade, private equity, management buyout or establishing an employee ownership trust we are here to help at every level. 

This includes: 

  • Internal deal readiness  
  • Finance operations support 
  • Financial and tax due diligence 
  • Pre-IPO support, including historical financial information preparation, working capital modelling, financial position and prospects procedures Vendor due diligence and assistance 
  • Post-deal support 
  • Deal advisory and support
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  • Shareholder and personal tax 
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News and insights from the CFPro team

CFPro and BKL interview with LSEG Marketplace Matters

Prepare, prepare, prepare: getting ready for an IPO

Meet Lucy Tarleton
Director, Commerical Finance 

Lucy is an experienced senior finance professional with extensive UK and international IPO advisory and audit experience.

She’s passionate about working with ambitious, fast-growing companies to realise their potential, building strong teams and stakeholder relationships in the process.

Lucy has a deep understanding of a business’s growth journey from startup through to scaleup and eventual exit. Across a range of sectors, she has advised boards, owners and management teams on preparing to go public, including advice on corporate governance, financial reporting, controls and risk.

She joined BKL as a director in 2023 when CFPro became part of BKL.

Learn more about Lucy and contact her today